Reference Documents Page

You can list the reference documents for a part, material, compliance process, or material declaration. If a supplier attaches documents to a material declaration, a document named Imported File shows in the list. That document contains all of the files attached to the material declaration by the supplier.

You can also add new reference documents and download existing documents.

Required access roles:

  • Baseline: Reader, Author, and Leader
  • App-specific: Compliance Reviewer, Compliance Engineer, and Senior Compliance Engineer

To access this page:

  1. Open the required part, material, or material declaration.
  2. In the navigation pane, click Reference Documents.

This topic describes:

This page discusses:

See Also
In Other Guides
Documents and Content
Page Toolbar Icons

Columns

Column Name Description
Name The name of the document. Click the name to view detailed file information and to access the list of files checked into the document.
Title The title of the document.
Rev The revision of the document.
Ver The version of the document.
Type The type, which can be Document or any other document sub type.
Actions The actions you can perform on the reference document:

Icon Name Action
Subscribe View and select subscriptions for a document.
Download Download the files in the Document to your local computer. Browse to the directory or folder you want to contain the file.

When the document contains multiple files they are downloaded in a single zip file.

Check Out and Lock Check out the files in the Document to your local computer and lock the files from other users who cannot unlock it. Navigate to the folder or directory you want to contain the file.

When the document contains multiple files they are downloaded in a single zip file.

Check in Checkin a new version of a checked out file.
Upload Add a new file.

Description The description of the document or content.
State The lifecycle state of the document or content.

Actions/Toolbar Commands

Action Description For More Information
Create New Creates a new document or content type. Collaboration and Approvals User's Guide:Documents
Add Existing Adds an existing document or content type. About Searches
Download Downloads the file(s) in the document. Collaboration and Approvals User's Guide: Documents
Remove Removes the document from the list but does not delete it from the database. -
Delete Deletes the document from the database. -